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iShares Short Maturity Bond ETF
NEAR

375 hedge funds and large institutions have $2.61B invested in iShares Short Maturity Bond ETF in 2021 Q1 according to their latest regulatory filings, with 37 funds opening new positions, 103 increasing their positions, 175 reducing their positions, and 40 closing their positions.

New
Increased
Maintained
Reduced
Closed

3% more capital invested

Capital invested by funds: $2.54B → $2.61B (+$70.7M)

8% less first-time investments, than exits

New positions opened: 37 | Existing positions closed: 40

1.09% less ownership

Funds ownership: 56.63% → 55.55% (-1.1%)

2% less funds holding

Funds holding: 382 → 375 (-7)

4% less funds holding in top 10

Funds holding in top 10: 23 → 22 (-1)

41% less repeat investments, than reductions

Existing positions increased: 103 | Existing positions reduced: 175

Holders
375
Holders Change
-7
Holders Change %
-1.83%
% of All Funds
6.58%
Holding in Top 10
22
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-4.35%
% of All Funds
0.39%
New
37
Increased
103
Reduced
175
Closed
40
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
SLF
Sun Life Financial
Ontario, Canada
+$50M
2
Bank of America
Bank of America
North Carolina
+$49.7M
3
Morgan Stanley
Morgan Stanley
New York
+$34.7M
4
CCM
Crabel Capital Management
California
+$13.4M
5
TFS
TrustCore Financial Services
Tennessee
+$12.5M

Top Sellers

Rank Fund Capital Flow
1
Citadel Advisors
Citadel Advisors
Florida
-$22.9M
2
BlackRock
BlackRock
New York
-$18M
3
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$13.6M
4
Mercer Global Advisors
Mercer Global Advisors
Colorado
-$13.1M
5
ST
Smithfield Trust
Pennsylvania
-$9.62M
Name Holding Trade Value Shares
Change 		Change in
Stake
BHWM
351
Bay Harbor Wealth Management
Maryland
$9K – – –
MAM
352
Meeder Asset Management
Ohio
$9K +$9.09K +181 New
KFS
353
Kelly Financial Services
Massachusetts
$8.6K -$2.46K -49 -22%
SIC
354
Salem Investment Counselors
North Carolina
$8K – – –
RIM
355
Rockbridge Investment Management
New York
$6K -$150K -2,987 -96%
TC
356
Truvestments Capital
Florida
$6K – – –
Northern Trust
357
Northern Trust
Illinois
$6K +$552K +11,000 New
HFA
358
HC Financial Advisors
California
$5K +$4.97K +99 New
CAL
359
Capital Analysts LLC
Pennsylvania
$4K -$251 -5 -6%
FBT
360
First Bank & Trust
South Dakota
$4K – – –
IRC
361
Investors Research Corp
Georgia
$4K – – –
JFA
362
JNBA Financial Advisors
Minnesota
$4K +$2.01K +40 +95%
EWM
363
Edge Wealth Management
New York
$3K – – –
PB
364
Pinnacle Bancorp
Nebraska
$3K – – –
TCWA
365
Ten Capital Wealth Advisors
Washington
$3K – – –
WAP
366
Wealthcare Advisory Partners
Pennsylvania
$3K +$2.61K +52 New
SIS
367
Sound Income Strategies
Florida
$2.89K – – –
AWM
368
Avior Wealth Management
Nebraska
$2K +$50 +1 +2%
FGAM
369
Financial Gravity Asset Management
Texas
$1.55K -$252K -5,025 -14%
CFD
370
Creative Financial Designs
Indiana
$1K -$17.4K -347 -94%
AWM
371
AllSquare Wealth Management
New York
$1K – – –
HCP
372
Hexagon Capital Partners
Arkansas
$1K – – –
HDIM
373
Hanson & Doremus Investment Management
Vermont
$1K +$602 +12 New
SWM
374
Sugarloaf Wealth Management
Georgia
$375 -$655K -13,048 -64%
1WM
375
1900 Wealth Management
Texas
$235 -$60.6K -1,208 -20%
13 14
15
16 17

NEAR Hedge Fund Activity: Q1 2021 in Review

375 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in iShares Short Maturity Bond ETF (NEAR) for Q1 2021, worth a combined $2.61B — up 2.8% from $2.54B a quarter earlier.

Sellers outnumbered buyers: 40 funds closed out of NEAR and 37 opened new positions — a net loss of 3 holders — while 175 trimmed existing stakes and 103 added.

The largest buyer was Sun Life Financial, opening a new position worth an estimated $50M. The largest seller was Citadel Advisors, cutting an estimated $22.9M.

  • 375 institutional investors held iShares Short Maturity Bond ETF (NEAR) as of Q1 2021, down from 382 in Q4 2020.
  • Funds reported $2.61B of iShares Short Maturity Bond ETF stock for Q1 2021, up 2.8% quarter-over-quarter.
  • 37 funds opened new iShares Short Maturity Bond ETF positions in Q1 2021 and 40 closed out, a net change of -3 holders.
  • The largest iShares Short Maturity Bond ETF buyer in Q1 2021 was Sun Life Financial, an estimated $50M added.
  • The largest iShares Short Maturity Bond ETF seller in Q1 2021 was Citadel Advisors, an estimated $22.9M sold.

Based on aggregated 13F filings for Q1 2021.